Sales Navigator Onboarding | Join the club

Choose your path based on your Sales Navigator seat:

ADMIN

Onboard to LinkedIn Sales Navigator

Set up your Sales Navigator account so your team can quickly find and engage quality leads.

1
Invite users to Sales Navigator

As an admin, you’re responsible for inviting users to Sales Navigator. Assign your first license. Learn more.

Add users
2
Connect your CRM

Sales Navigator and CRM are better together. Learn more.

Connect your CRM
3
Sync your licenses with CRM

Syncing your licenses with your CRM can save your users up to 30 minutes a day. Learn more.

Sync your licenses
4
Add your team’s products and services

Add your team’s Products and Services to unlock AI insights that power faster and more effective outreach. Learn more.

Add products
5
Unlock expert guidance for admins

Access on-demand learning for license management, settings, and usage reports.

Start learning
6
Equip your team to win

Invite your team to Jumpstart – a live training program that sets them up for success with Sales Navigator.

Schedule training

USER

Activate and Start Using LinkedIn Sales Navigator

A quick guide to complete your license activation and unlock the fastest paths to leads.

1

Activate your license

Activate Your Sales Navigator license so you can start saving leads and accounts.
2

Find and save leads or accounts

Choose your starting point.
Find and save leads

Best if you prospect by role, seniority, or job changes.

This helps surface the right people and timely buying signals.
Go to Lead Search
- Search by name to save known leads.
- Use filters (role, seniority, job changes) to find new leads.
- Save your leads to get notified of lead insights.
- Save your search to get notified when new leads match.
- Review and save from the suggested similar leads.
You can also…
- Sync leads from CRM Sync (if enabled by your admin).
Find and save accounts

Best if you sell by named accounts or territories.

This ensures Sales Navigator prioritizes the companies you care about.
Go to Account Search
- Search by company to save known accounts.
- Use filters (industry, headquarters location) to find new accounts.
- Save your accounts to get notified of account insights.
- Save your search to get notified when new accounts match.
- Find and save leads at those accounts.
You can also…
- Sync leads from CRM Sync (if enabled by your admin).
- Upload accounts via CSV.
Setup complete
3

Monitor alerts

Stay informed about changes without extra work.

Go to Alerts
Jumpstart your Sales Navigator Journey

Join a live workshop with a LinkedIn product expert and learn how to unlock Sales Navigator's full potential.

RSVP now